Contactually, why and who should use it

Contactually

Turn relationships into results

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Contactually, why and who should use it

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Jimmy: Hello and welcome everyone. We are back with another guide brought to you by GetApp. Today, I'm fortunate enough to be joined by Brandt Witt, which is Account Executive at Contactually. Brandt, how are you?

Brandt: I'm great. How are you, Jimmy?

Jimmy: I'm doing great. You know, I'm excited to get into this walkthrough because from the research that I had been doing about Contactually, this seems to be a solution that I feel is up a lot of people's alleys. So why don't you explain to me a little bit about why someone would use Contactually?

Brandt: Sure. Well, someone would use Contactually mainly as a tool to make sure that they are following up, staying in touch, and generally nurturing their key relationships. We tend to have information about our relationships spread out all over by email, social media, calendar information, phone.

With Contactually we're able to compile that all into one place. Make it easy to use. Make it easy to stay in touch. Again and again nurture some of those key relationships. It really depends on your industry or what your goals are but it's very customized, very compatible with whatever you're looking to do.

Jimmy: Can you explain to me a little bit about a few customer profiles that might be best suited to really consider giving Contactually a try?

Brandt: Yes, absolutely. One example of a customer profile that would really benefit from using Contactually would be someone who's in Real Estate, okay?

Jimmy: Okay.

Brandt: The idea is there are going to be potential clients, there are going to be current clients, and past clients. You need to follow up with them in different ways and with different content and Contactually can help you do that better.

You can also do very similar things with sphere of influence and people who you know you're going to be able to get referrals from. So, in that way it's really about relationship marketing -- authentically marketing to the people who are going to generate you new business or who are going to help you bring new business in. That's one example.

A second example would be someone who's may be in the financial sector, maybe someone who's a financial adviser and where a lot of your business just comes from very well-established relationships. Really it's that long-tail nurturing that we're going to be able to do in Contactually. So, I'd say that those are two main customer profiles that really decides the winner.